CIM

Calvert Investment Management Portfolio holdings

AUM $2.67B
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.86M
3
+$5.39M
4
UNP icon
Union Pacific
UNP
+$5.08M
5
WU icon
Western Union
WU
+$4.72M

Top Sells

1
+$12.3M
2
+$6.83M
3
+$6.46M
4
WFC icon
Wells Fargo
WFC
+$5.97M
5
DST
DST Systems Inc.
DST
+$5.93M

Sector Composition

1 Financials 20%
2 Healthcare 17.33%
3 Technology 15.08%
4 Industrials 9.53%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-130,300
327
– –
-4,362
328
– –
-3,583
329
– –
-2,648
330
– –
-132,458
331
– –
-59,101
332
– –
-26,378
333
– –
-945
10 11 12 13
14